UBS Group AG
Institutional investor · Portfolio as of Q2 2022
Top Holdings10,764 positions
Microsoft Corp. | 25.3M | $6.5B | 2.7% | $125.49 | +97.64% | 14 qtrssince 2019-Q1 | Decreased 0 |
Apple Inc. | 39.7M | $5.4B | 2.2% | $55.43 | +141.61% | 14 qtrssince 2019-Q1 | Decreased 0 |
State Street Spdr S&p 500 Etf Trust TR UNIT | 9M | $3.4B | 1.4% | $286.75 | +24.40% | 14 qtrssince 2019-Q1 | Increased 57 |
Invesco QQQ Trust, Series 1 UNIT SER 1 | 11.8M | $3.3B | 1.4% | — | — | — | Increased — |
Amazon.com, Inc. | 26.2M | $2.8B | 1.1% | $105.40 | +0.76% | 14 qtrssince 2019-Q1 | Increased 81 |
Alphabet Inc. | 1.2M | $2.6B | 1.1% | $62.29 | +73.29% | 14 qtrssince 2019-Q1 | Decreased 0 |
State Street Spdr S&p 500 Etf Trust TR UNIT | 5.6M | $2.1B | 0.9% | — | — | — | Decreased — |
Invesco QQQ Trust, Series 1 UNIT SER 1 | 7M | $2B | 0.8% | $238.94 | +16.18% | 14 qtrssince 2019-Q1 | Increased 52 |
JPMorgan Chase & Co. | 16.8M | $1.9B | 0.8% | $85.67 | +18.26% | 14 qtrssince 2019-Q1 | Decreased 0 |
Johnson & Johnson | 10.7M | $1.9B | 0.8% | $116.12 | +35.54% | 14 qtrssince 2019-Q1 | Decreased 0 |
UBS GROUP AG | 113.7M | $1.8B | 0.8% | $10.90 | +33.39% | 14 qtrssince 2019-Q1 | Decreased 0 |
State Street Spdr S&p 500 Etf Trust TR UNIT | 4.6M | $1.7B | 0.7% | — | — | — | Increased — |
VANGUARD INDEX FDS | 12.6M | $1.7B | 0.7% | $99.65 | +19.70% | 14 qtrssince 2019-Q1 | Increased 47 |
Home Depot Inc. | 6M | $1.7B | 0.7% | $165.12 | +48.76% | 14 qtrssince 2019-Q1 | Decreased 0 |
Alphabet Inc. | 717,871 | $1.6B | 0.6% | $67.39 | +60.78% | 14 qtrssince 2019-Q1 | Increased 47 |
iShares Trust CORE S&P500 ETF | 4M | $1.5B | 0.6% | $352.17 | +1.40% | 14 qtrssince 2019-Q1 | Increased 45 |
Visa Inc | 7.6M | $1.5B | 0.6% | $153.83 | +23.89% | 14 qtrssince 2019-Q1 | Increased 45 |
AbbVie Inc. | 9.8M | $1.5B | 0.6% | $70.96 | +85.28% | 14 qtrssince 2019-Q1 | Increased 48 |
UnitedHealth Group Inc. | 2.9M | $1.5B | 0.6% | $235.62 | +101.11% | 14 qtrssince 2019-Q1 | Increased 45 |
The Procter & Gamble Co. | 9.4M | $1.4B | 0.6% | $90.59 | +42.01% | 14 qtrssince 2019-Q1 | Decreased 0 |
UBS Group AG manages $243.5B across 10764 positions as of Q2 2022. Top holdings: MSFT (2.7%), AAPL (2.2%), SPY (1.4%). Fund DNA: Diversified Scout. HoldingsIntel Score: 2.5/5.0.
Active quarter - 1181 new positions, 917 exits, 3343 increased. Top move: AMZN (INCREASED, conviction 81). Portfolio: $243.5B across 10764 positions.
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Portfolio allocation by GICS sector
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Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR